Verified Job
Accounting - Finance
Branch Banking Client Consultant III Hudson OH USA
Accounting - Finance
#448802
Remote / WFH
Job Description
Branch Banking Client Consultant III
Position Title
Branch Banking Client Consultant III
Location
New Hudson/30515 Milford Road/11207+
Job Summary
A Branch Banking-Client Consultant III provides customers with high quality, prompt, and professional financial services. Leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.
Job Responsibilities:
• Sales Performance: Support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income).
• Client Experience: Deliver client engagement and education--using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs special projects requiring a seasoned level of experience branch process knowledge.
• Additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
• 5+ Years of customer service and sales experience in the financial industry, required
• May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
• Ability to train and mentor others, including products and platform procedures
• Experience in participating in sales campaigns/promotions
• Experience with using and demonstrating digital products and self-service technologies
Position Title
Branch Banking Client Consultant III
Location
New Hudson/30515 Milford Road/11207+
Job Summary
A Branch Banking-Client Consultant III provides customers with high quality, prompt, and professional financial services. Leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.
Job Responsibilities:
• Sales Performance: Support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income).
• Client Experience: Deliver client engagement and education--using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs special projects requiring a seasoned level of experience branch process knowledge.
• Additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements:
• High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
• 5+ Years of customer service and sales experience in the financial industry, required
• May require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. NMLS registration can be completed after job entry date.
• Ability to train and mentor others, including products and platform procedures
• Experience in participating in sales campaigns/promotions
• Experience with using and demonstrating digital products and self-service technologies
